IFP Advisors’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.49K | Sell |
304
-22
| -7% | -$429 | ﹤0.01% | 3461 |
|
|
2025
Q4 | $5.72K | Buy |
326
+61
| +23% | +$1.18K | ﹤0.01% | 3347 |
|
|
2025
Q3 | $6.26K | Sell |
265
-12
| -4% | -$296 | ﹤0.01% | 3126 |
|
|
2025
Q2 | $7.15K | Buy |
277
+77
| +39% | +$1.8K | ﹤0.01% | 3121 |
|
|
2025
Q1 | $4.79K | Sell |
200
-1
| -0.5% | -$27 | ﹤0.01% | 2859 |
|
|
2024
Q4 | $5.86K | Buy |
201
+1
| +0.5% | +$31 | ﹤0.01% | 2732 |
|
|
2024
Q3 | $6.4K | Hold |
200
| – | – | ﹤0.01% | 2589 |
|
|
2024
Q2 | $6.14K | Hold |
200
| – | – | ﹤0.01% | 2506 |
|
|
2024
Q1 | $7.04K | Hold |
200
| – | – | ﹤0.01% | 2358 |
|
|
2023
Q4 | $6.79K | Hold |
200
| – | – | ﹤0.01% | 2318 |
|
|
2023
Q3 | $5.89K | Hold |
200
| – | – | ﹤0.01% | 2450 |
|
|
2023
Q2 | $6.23K | Hold |
200
| – | – | ﹤0.01% | 2464 |
|
|
2023
Q1 | $6.56K | Buy |
+200
| New | +$5.15K | ﹤0.01% | 2464 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4626 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4398 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4283 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4081 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3929 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3750 |
|
|
2020
Q1 | – | Sell |
-236
| Closed | -$5.68K | – | 3687 |
|
|
2019
Q4 | $7K | Hold |
236
| – | – | ﹤0.01% | 2080 |
|
|
2019
Q3 | $6K | Buy |
+236
| New | +$6.2K | ﹤0.01% | 2295 |
|
|
2017
Q4 | – | Sell |
-25
| Closed | – | – | 4105 |
|
|
2017
Q3 | $0 | Hold |
25
| – | – | ﹤0.01% | 4219 |
|
|
2017
Q2 | $0 | Hold |
25
| – | – | ﹤0.01% | 4223 |
|
|
2017
Q1 | $0 | Buy |
25
+15
| +150% | +$136 | ﹤0.01% | 4140 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 4144 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 4049 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | +$135 | ﹤0.01% | 4082 |
|
|
2016
Q1 | – | Sell |
-40
| Closed | -$1K | – | 3409 |
|
|
2015
Q4 | $1K | Buy |
+40
| New | +$764 | ﹤0.01% | 3572 |
|
Other funds holding UPBD
VPM
IC
VCM
HCM
